Connect Docparser and TaxAct to Build Intelligent Automations

Choose a Trigger

Docparser

When this happens...

Choose an Action

TaxAct

Automatically do this!

Enable Integrations or automations with these events of Docparser and TaxAct

Enable Integrations or automations with these events of Docparser and TaxAct

Actions

Upload a Document

Upload a Document

Upload a new document to Docparser for immediate parsing; to receive results, ensure a separate Zap with the "New Parsed Data Available" Trigger is set up.

List Parser Model Layouts

List Parser Model Layouts

list of all the Model Layouts for a specific parser linked to your account.

Fetch Document From Url

Fetch Document From Url

get the document from the given url

Fetch Data Of a Document

Fetch Data Of a Document

get a document data from the document ID

Request a new Action for Docparser

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Frequently Asked Questions

How do I start an integration between Docparser and TaxAct?

To start, connect both your Docparser and TaxAct accounts to viaSocket. Once connected, you can set up a workflow where an event in Docparser triggers actions in TaxAct (or vice versa).

Can we customize how data from Docparser is recorded in TaxAct?

Absolutely. You can customize how Docparser data is recorded in TaxAct. This includes choosing which data fields go into which fields of TaxAct, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docparser and TaxAct?

The data sync between Docparser and TaxAct typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docparser to TaxAct?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docparser and TaxAct?

Yes, you can set conditional logic to control the flow of data between Docparser and TaxAct. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Docparser

About Docparser

Docparser is a cloud-based document data extraction tool which automates the process of converting PDFs, Microsoft Office documents, and other formatted files into structured data. Docparser can be used to automate various business processes by capturing data fields from your documents and feeding the parsed data into other software applications.

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TaxAct

About TaxAct

TaxAct is a comprehensive tax preparation software designed to help individuals and businesses efficiently manage their tax filing processes. With user-friendly tools and resources, TaxAct simplifies the complexities of tax calculations, ensuring accurate and timely submissions. It offers a range of features including step-by-step guidance, deduction maximization, and secure e-filing options, making it an ideal choice for both personal and professional tax needs.

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